Cora Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
37,793
-344
| -0.9% | -$32.3K | 1.58% | 14 |
|
|
2025
Q1 | $3.57M | Sell |
38,137
-505
| -1% | -$47.3K | 1.71% | 11 |
|
|
2024
Q4 | $3.43M | Sell |
38,642
-549
| -1% | -$48.7K | 1.65% | 11 |
|
|
2024
Q3 | $3.58M | Sell |
39,191
-1,524
| -4% | -$139K | 1.76% | 14 |
|
|
2024
Q2 | $3.42M | Sell |
40,715
-1,023
| -2% | -$85.9K | 1.76% | 14 |
|
|
2024
Q1 | $3.49M | Hold |
41,738
| – | – | 1.86% | 14 |
|
|
2023
Q4 | $3.26M | Sell |
41,738
-1,804
| -4% | -$141K | 1.92% | 13 |
|
|
2023
Q3 | $3.15M | Sell |
43,542
-802
| -2% | -$58K | 2.12% | 13 |
|
|
2023
Q2 | $3.3M | Sell |
44,344
-254
| -0.6% | -$18.9K | 2.19% | 13 |
|
|
2023
Q1 | $3.24M | Buy |
44,598
+764
| +2% | +$55.6K | 2.42% | 12 |
|
|
2022
Q4 | $3.16M | Buy |
+43,834
| New | +$3.16M | 2.17% | 11 |
|